Schear Investment Advisers

Schear Investment Advisers as of Dec. 31, 2025

Portfolio Holdings for Schear Investment Advisers

Schear Investment Advisers holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.9 $18M 99k 186.50
Broadcom (AVGO) 6.3 $15M 43k 346.10
Alphabet Cap Stk Cl A (GOOGL) 5.0 $12M 37k 313.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $8.5M 13k 681.92
Ge Vernova (GEV) 3.6 $8.3M 13k 653.57
Micron Technology (MU) 3.4 $8.0M 28k 285.41
Apple (AAPL) 3.4 $7.9M 29k 271.86
Microsoft Corporation (MSFT) 3.3 $7.6M 16k 483.62
Eli Lilly & Co. (LLY) 3.3 $7.6M 7.0k 1074.75
Meta Platforms Cl A (META) 3.0 $6.9M 10k 660.09
Amazon (AMZN) 2.8 $6.5M 28k 230.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $5.5M 8.7k 627.15
Advanced Micro Devices (AMD) 2.2 $5.2M 24k 214.16
Citigroup Com New (C) 1.9 $4.4M 38k 116.69
JPMorgan Chase & Co. (JPM) 1.9 $4.4M 14k 322.22
Costco Wholesale Corporation (COST) 1.8 $4.1M 4.8k 862.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $4.0M 13k 303.89
Caterpillar (CAT) 1.6 $3.8M 6.6k 572.87
Crowdstrike Hldgs Cl A (CRWD) 1.5 $3.6M 7.6k 468.76
Ge Aerospace Com New (GE) 1.5 $3.5M 11k 308.03
Morgan Stanley Com New (MS) 1.5 $3.4M 19k 177.53
Visa Com Cl A (V) 1.4 $3.3M 9.6k 350.71
Modine Manufacturing (MOD) 1.4 $3.2M 24k 133.51
Oracle Corporation (ORCL) 1.3 $3.1M 16k 194.91
Goldman Sachs (GS) 1.3 $3.1M 3.5k 879.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.2 $2.7M 4.5k 605.01
Boston Scientific Corporation (BSX) 1.1 $2.6M 28k 95.35
Delta Air Lines Inc Del Com New (DAL) 1.1 $2.6M 37k 69.40
Wal-Mart Stores (WMT) 1.1 $2.6M 23k 111.41
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $2.5M 7.0k 360.13
PNC Financial Services (PNC) 1.1 $2.5M 12k 208.73
TJX Companies (TJX) 1.1 $2.5M 16k 153.61
Vertiv Holdings Com Cl A (VRT) 1.0 $2.4M 15k 162.01
McKesson Corporation (MCK) 1.0 $2.4M 2.9k 820.29
Home Depot (HD) 1.0 $2.3M 6.7k 344.10
Constellation Energy (CEG) 1.0 $2.3M 6.5k 353.27
AmerisourceBergen (COR) 1.0 $2.3M 6.8k 337.75
Procter & Gamble Company (PG) 1.0 $2.3M 16k 143.31
Amgen (AMGN) 0.9 $2.0M 6.2k 327.31
Chubb (CB) 0.8 $2.0M 6.3k 312.12
Martin Marietta Materials (MLM) 0.8 $2.0M 3.1k 622.66
Vistra Energy (VST) 0.8 $1.9M 12k 161.33
Linde SHS (LIN) 0.8 $1.9M 4.4k 426.39
Motorola Solutions Com New (MSI) 0.8 $1.8M 4.6k 383.32
American Express Company (AXP) 0.8 $1.8M 4.8k 369.95
UnitedHealth (UNH) 0.7 $1.7M 5.3k 330.11
Eaton Corp SHS (ETN) 0.7 $1.7M 5.2k 318.51
Union Pacific Corporation (UNP) 0.6 $1.4M 6.2k 231.32
Chevron Corporation (CVX) 0.6 $1.4M 9.0k 152.41
Cabot Oil & Gas Corporation (CTRA) 0.6 $1.4M 52k 26.32
United Rentals (URI) 0.6 $1.4M 1.7k 809.32
Stryker Corporation (SYK) 0.6 $1.3M 3.7k 351.47
Bank of America Corporation (BAC) 0.5 $1.3M 23k 55.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.2M 2.0k 614.34
Arthur J. Gallagher & Co. (AJG) 0.5 $1.1M 4.4k 258.79
Raytheon Technologies Corp (RTX) 0.5 $1.1M 5.8k 183.40
Deere & Company (DE) 0.5 $1.1M 2.3k 465.48
Honeywell International (HON) 0.4 $962k 4.9k 195.09
Blackrock (BLK) 0.4 $934k 873.00 1070.34
Metropcs Communications (TMUS) 0.4 $886k 4.4k 203.04
Air Products & Chemicals (APD) 0.4 $829k 3.4k 247.02
Johnson & Johnson (JNJ) 0.3 $808k 3.9k 206.95
D.R. Horton (DHI) 0.3 $799k 5.5k 144.03
Lockheed Martin Corporation (LMT) 0.3 $723k 1.5k 483.67
McDonald's Corporation (MCD) 0.3 $713k 2.3k 305.63
Marvell Technology (MRVL) 0.3 $633k 7.4k 84.98
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $608k 7.4k 82.02
Enterprise Products Partners (EPD) 0.2 $491k 15k 32.06
Coca-Cola Company (KO) 0.2 $402k 5.7k 69.91
L3harris Technologies (LHX) 0.2 $395k 1.3k 293.57
Cincinnati Financial Corporation (CINF) 0.2 $362k 2.2k 163.32
Lowe's Companies (LOW) 0.1 $290k 1.2k 241.16
Abbvie (ABBV) 0.1 $248k 1.1k 228.54
Marathon Petroleum Corp (MPC) 0.1 $237k 1.5k 162.63
Williams Companies (WMB) 0.1 $222k 3.7k 60.11